Lawrence Milford is a Financial Planner with Holistic Finance, a values-driven Registered Investment Advisory (RIA) firm. With an extensive background
spanning two decades in financial planning and investment research, Lawrence combines deep technical knowledge with a passion for ethical, client-centered
financial planning. Prior to joining Holistic Finance, he spent over a decade at EY helping individual clients navigate the complexities of financial planning and delivering financial planning focused workshops and webinars. Lawrence previously worked as an investment analyst for a racing-themed mutual fund and a mutual fund focused
on the former Soviet Union, placing as high as #2 in the Wall Street Journal rankings of Emerging Markets mutual funds. Lawrence has a long history of advocacy for social justice, decolonization, and environmental health. He has worked with local mutual aid groups for over a decade along with his wife and two children in Central Florida
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